RE: BWY25 Mar 2025 09:04
Have a smaller holding here than I did last year. I’m considering letting it go. See what Vistry have to say in their full year tomorrow. It’s when RR starts opening her mouth tomorrow that could bring the most pain? To me at least, the HB’s look ok, but it’s that lot and the prospects for the sector that looks like the dampener. FTSE looks high with the state of the place and what’s coming down the line this year. I’ve put a few observations up over on the PRU forum with reference to monies moving around the world what with the US sell off. I think some, although only a little, has come here from the US. Most appears to have moved to Germany in Europe and Asia has been doing well. Anyway, only my views.
I think it could be a trading year all round mostly, buying dips where possible and hoping for small gains.
Barclays in the banking sector has had a couple of 5 to 10% gains, and quickest recovery, in that sector, buying in around £2.80 to £2.85 mark with a decent looking future moving forward. Held NatWest from £1.74 for the last 17 months. Can see those going £5.80 myself what with their dividend policy. Should pay around 27p this year compared to 21.5p last year. Just on the dividend policy alone should take those up. They are paying 50% instead of 40% of profits this year and bought back £2.5 billion in shares last year. Good long term hold with great dividend (should be about 5.9% on current SP) with some chance of SP gains. Banks should do ok if rates remain higher for longer.
Hope you make the right choices for yourselves whatever paths you take. Good luck!
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